Sales Operations Manager

UNIVISTA HOLDINGS LLC • Miami Springs, FL

7d • $90,000 - $110,000

About The Position

The Sales Operations Manager owns the Health & Life sales operating model processes, data standards, reporting, and system usage that enables scalable, compliant, and predictable revenue execution across ACA, Medicare, Life, and Ancillary lines. This role partners closely with IT on system configuration and integrations while owning the business requirements for sales workflows, adoption, data integrity, and funnel performance visibility. The Sales Operations Manager does not own revenue targets or enterprise technology architecture, but is accountable for how sales work gets done, including lead flow, speed to lead, pipeline hygiene, and conversion performance across channels.

Requirements

• 6–10+ years of experience in Sales Operations, Revenue Operations, or Business Operations
• Experience supporting Health Insurance distribution (FMO/IMO experience strongly preferred)
• Deep experience with CRM platforms, lead management, routing logic, and performance reporting
• Strong analytical and process‑design mindset with the ability to influence senior Sales leaders
• Proven ability to partner effectively with IT teams in regulated environments
• Project management experience preferred

Responsibilities

• Sales Infrastructure & Systems (Business Ownership; IT Partnership) Serve as the business owner and primary liaison for CRM and sales enablement platforms
• Define sales requirements, workflows, and reporting needs in partnership with Sales leadership
• Collaborate with IT on system configuration, integrations, enhancements, and releases
• Own system adoption, data standards, and reporting accuracy across all Health & Life sales teams
• Ensure sales systems support scalable, compliant, and efficient execution (This role governs how sales use systems; IT owns technical administration and architecture
• Lead Lifecycle, Input Quality & Routing Design and maintain the end‑to‑end lead lifecycle, from capture through won or closed‑lost
• Define and enforce lead intake standards, including mandatory fields, source attribution, and contact requirements
• Own lead routing logic across products, channels, territories, and agent segments
• Establish, monitor, and improve speed‑to‑lead and response SLAs
• Partner with Marketing on lead definitions, scoring criteria, recycling rules, and nurture handoffs across Health & Life lines of business
• Pipeline Hygiene & Conversion Optimization Define opportunity stages, exit criteria, required data, and next‑step expectations
• Enforce pipeline hygiene standards to preserve accurate and actionable forecasting
• Analyze conversion performance across the funnel: Lead → Contact Contact → Appointment Appointment → Application Application → Issued
• Identify friction points by channel, carrier, product, market, and agent segment, and recommend operational improvements
• Channel Performance Enablement Ensure systems and processes support consistent execution across all channels (ACA, Medicare, ICHRA, Group Health, Ancillary)
• Prepare workflows, controls, and reporting in advance of new channel or market launches
• Partner with the Director of Sales and Sales Leadership to support channel‑specific execution (without owning revenue strategy)
• Contracting, Onboarding & Appointments Own business workflows for agent contracting, onboarding, carrier appointments, and readiness validation
• Standardize operational processes while complying with carrier and regulatory requirements
• Reduce administrative latency impacting time to first sale
• Training Enablement & Project Management Own training, certification, and licensing enablement systems and tracking infrastructure
• Partner with Training and Compliance to ensure agents meet operational requirements prior to production
• Ensure readiness criteria and dependencies are visible and enforced
• Work closely with the SVP to develop and manage the Health & Life operational project roadmap
• Performance Reporting & Revenue Intelligence Serve as the system‑of‑record owner and steward for sales performance data
• Co-Build and maintain executive dashboards covering: Lead volume and source mix Speed‑to‑lead and SLA compliance Conversion rates by stage and channel Agent and agency productivity Pipeline health and aging
• Translate performance insights into clear, actionable recommendations that improve throughput, conversion, and execution discipline

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed